Q4 2022 Holdings
Filed 2023-01-17 | 10 holdings | $475.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Teck Resources Class B(TECK) | COM | 878742204 | $86.2K | 2,279,984 | 18.1% |
| Apollo Global Mgmt LLC | CL A SHS | 037612306 | $79.6K | 1,248,071 | 16.7% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $55.1K | 667,688 | 11.6% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $53.7K | 1,412,608 | 11.3% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $47.4K | 1,147,063 | 10.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $38.2K | 284,889 | 8.0% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $34.6K | 453,340 | 7.3% |
| Bank Amer Corp(BAC) | COM | 060505104 | $34.2K | 1,033,975 | 7.2% |
| Truist Financial Corp(TFC) | COM | 89832Q109 | $28.6K | 665,781 | 6.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $17.8K | 217,870 | 3.7% |